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Kraft Heinz

1,177 hedge funds and large institutions have $48.7B invested in Kraft Heinz in 2018 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 471 increasing their positions, 414 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

25% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $906M

14% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 414

2% more funds holding

Funds holding: 1,1501,177 (+27)

2% more capital invested

Capital invested by funds: $47.9B → $48.7B (+$755M)

0.46% more ownership

Funds ownership: 63.18%63.64% (+0.46%)

Holders
1,177
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
26.95%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
127
Increased
471
Reduced
414
Closed
92
Calls
$1.13B
Puts
$906M
Net Calls
+$227M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1101
West Paces Advisors
Georgia
$20.4K -$58.3K -983 -75%
BA
1102
Ballew Advisors
Mississippi
$19K -$3.15K -53 -15%
EARNEST Partners
1103
EARNEST Partners
Georgia
$19K
MPPLM
1104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$19K +$5.93K +100 +51%
KL
1105
KWMG LLC
Kansas
$18K -$1.03M -17,340 -98%
MWM
1106
Mascoma Wealth Management
New Hampshire
$18K
BCA
1107
Bay Colony Advisors
Massachusetts
$18K +$17.1K +288 New
SWP
1108
Strategic Wealth Partners
Ohio
$17K -$5.88K -99 -26%
SCA
1109
Stuart Chaussee & Associates
California
$16K -$99.9K -1,683 -87%
MCM
1110
Mainstay Capital Management
Michigan
$15K +$6.88K +116 +100%
AIM
1111
Arcadia Investment Management
Michigan
$14K
HT
1112
Heritage Trust
Oklahoma
$14K
CIA
1113
Cascade Investment Advisors
Oregon
$13K
AP
1114
Atwood & Palmer
Missouri
$13K +$12.2K +206 New
WA
1115
WealthTrust-Arizona
Arizona
$12K -$4.09K -69 -26%
CFD
1116
Creative Financial Designs
Indiana
$12K
PO
1117
Private Ocean
California
$12K
PW
1118
Price Wealth
Texas
$12K +$7.3K +123 +178%
AP
1119
Arlington Partners
Alabama
$11K -$21.8K -368 -67%
JIR
1120
James Investment Research
Ohio
$11K
MFBTD
1121
MB Financial Bank - Trust Department
Illinois
$11K +$10.8K +182 New
SIAS
1122
Shine Investment Advisory Services
Colorado
$10K -$24K -404 -72%
ME
1123
McIlrath & Eck
Washington
$10K -$5.34K -90 -35%
LWM
1124
Lenox Wealth Management
Ohio
$10K -$4.87K -82 -35%
BWM
1125
Baystate Wealth Management
Massachusetts
$10K +$119 +2 +1%

KHC Hedge Fund Activity: Q2 2018 in Review

1,177 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2018, worth a combined $48.7B — up 1.6% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new KHC positions and 92 closed out — a net gain of 35 holders — while 471 added to existing stakes and 414 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $566M. The largest seller was Capital World Investors, cutting an estimated $344M.

  • 1,177 institutional investors held Kraft Heinz (KHC) as of Q2 2018, up from 1,150 in Q1 2018.
  • Funds reported $48.7B of Kraft Heinz stock for Q2 2018, up 1.6% quarter-over-quarter.
  • 127 funds opened new Kraft Heinz positions in Q2 2018 and 92 closed out, a net change of +35 holders.
  • The largest Kraft Heinz buyer in Q2 2018 was Magellan Asset Management, an estimated $566M added.
  • The largest Kraft Heinz seller in Q2 2018 was Capital World Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q2 2018.